Get the free Form 990-ez

This form is used by organizations that are exempt from income tax under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code to report their income, expenses, and assets. It includes specific

How to fill out form 990-ez

How to fill out form 990-ez

1. Gather relevant financial information: Compile your organization’s financial statements, including revenue, expenses, and net assets.
2. Obtain the form: Download Form 990-EZ from the IRS website or request a physical copy.
3. Fill out the organization’s basic information: Provide the organization's name, address, and Employer Identification Number (EIN).
4. Complete the revenue section: Report total revenue for the year, including contributions, grants, and program service revenue.
5. Detail expenses: Itemize expenses related to program services, management, and fundraising activities.
6. Calculate net assets: Provide total assets, liabilities, and calculate the net assets or fund balances.
7. Answer additional questions: Complete lines concerning the organization’s activities, governance, and compliance.
8. Include schedules if necessary: Attach any required schedules or statements that provide additional information.
9. Sign and date the form: Ensure the form is signed by an authorized individual.
10. Submit the form: File the completed Form 990-EZ electronically or by mail to the appropriate IRS address.

Who needs form 990-ez?

1. Form 990-EZ is typically required for small tax-exempt organizations with gross receipts between $200,000 and $500,000 or assets under $500,000.
2. Organizations that are required to file Form 990 or 990-PF but qualify for the shorter Form 990-EZ based on their financial conditions.
3. Nonprofits that wish to maintain their tax-exempt status and ensure compliance with IRS reporting requirements.

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What is form 990-ez?

Form 990-EZ is a shorter version of Form 990, used by tax-exempt organizations to report their income, expenses, and other financial information to the IRS.

Who is required to file form 990-ez?

Organizations with gross receipts of more than $200,000 or total assets of more than $500,000 at the end of the tax year must file Form 990-EZ.

How to fill out form 990-ez?

To fill out Form 990-EZ, organizations need to provide information about their revenue, expenses, net assets, and other specific financial data, following the instructions provided by the IRS.

What is the purpose of form 990-ez?

The purpose of Form 990-EZ is to provide the IRS and the public with an overview of the financial health and activities of tax-exempt organizations.

What information must be reported on form 990-ez?

Information that must be reported on Form 990-EZ includes revenue, expenses, program service accomplishments, and balance sheet details.